StockDriftsStockDriftsTop 50 Shayne & Jacobs LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 23.76% | 160.1K | $80.1M | -3.31%(-5.47K) | $109.21(+359.07%) | 2026-06-30 | |
| HCA | HCA HEALTHCARE INC | 10.58% | 91.5K | $35.7M | +0.00%(+0) | $274.73(+47.91%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.34% | 39.6K | $14.6M | -0.79%(-315) | $60.80(+530.52%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 4.13% | 41.1K | $13.9M | -0.18%(-75) | $79.67(+326.52%) | 2026-06-30 | |
| SYY | SYSCO CORP | 3.95% | 159.5K | $13.3M | -2.95%(-4.84K) | $31.79(+161.03%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.33% | 15 | $11.2M | -25.00%(-5) | $194945.26(+283.39%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.3% | 15.4K | $11.1M | -24.55%(-5.01K) | $141.94(+274.66%) | 2026-06-30 | |
| FTI | TECHNIPFMC PLC | 2.96% | 150.8K | $10.0M | -1.87%(-2.88K) | $18.52(+324.48%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.72% | 25.7K | $9.2M | -1.19%(-310) | $131.33(+162.49%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.19% | 7.3K | $7.4M | -7.93%(-630) | $280.06(+273.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.97% | +60.03% | +12.49% | +80.11% |
| Top 20 Holdings Unweighted | +19.85% | +72.17% | +11.43% | +71.79% |
Shayne & Jacobs LLC reports $337.18M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (23.8%), HCA (10.6%) and VTI (4.3%). The top 20 holdings account for 75.22% of reported assets. Its disclosed equity book has returned +60.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shayne & Jacobs LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1484085). View Shayne & Jacobs LLC’s 13F filings on SEC